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"You need to differentiate yourself. If you're considering offering Life & Legacy Planning, don't wait – it's what your clients are yearning for."
Avantra Family Wealth
“Everplans helps us identify and eliminate any estate and end-of-life planning gaps we otherwise might have missed... Every person we’ve on-boarded has made a referral. Every single one."
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“[Everplans] helps you think of everything your loved ones should know.”
“The site walks its users through all the complicated steps of planning everything.”
“Can help kick-start conversations about the issues that surface when a loved one dies.”
“Gone are the days when it’s sufficient to have all of this information in a lockbox under your bed.”